Kings Point Capital Management’s OneConnect Financial Technology OCFT Stock Holding History

Kings Point Capital Management’s Portfolio OCFT Stock Details OCFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-150	Closed	-$18K	–	591
2021 Q2	$18K	Hold	150	–	–	﹤0.01%	476
2021 Q1	$22K	Sell	150 -200	-57%	-$38.2K	﹤0.01%	447
2020 Q4	$69K	Sell	350 -200	-36%	-$42.1K	0.01%	283
2020 Q3	$117K	Hold	550	–	–	0.01%	222
2020 Q2	$100K	Sell	550 -50	-8%	-$6.7K	0.01%	214
2020 Q1	$61K	Buy	+600	New	+$74.1K	0.01%	259

Other funds holding OCFT

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Kings Point Capital Management's OCFT Position: Q3 2021 in Review

Kings Point Capital Management sold out of OneConnect Financial Technology (OCFT) in Q3 2021, closing a stake of 150 shares — an estimated $18K sold.

Kings Point Capital Management first reported a position in OCFT in Q1 2020 and held it in 6 quarters. The position peaked at $117K in Q3 2020. 98 funds tracked by Wall St. Rank hold OCFT as of Q3 2021.

Kings Point Capital Management reported no remaining OneConnect Financial Technology position as of Q3 2021 after selling out during the quarter.
Kings Point Capital Management sold 150 OneConnect Financial Technology shares in Q3 2021, an estimated $18K.
Kings Point Capital Management first reported a position in OneConnect Financial Technology in Q1 2020 and held it in 6 quarters.
Kings Point Capital Management's OneConnect Financial Technology position peaked at $117K in Q3 2020.
98 funds tracked by Wall St. Rank held OneConnect Financial Technology as of Q3 2021.

Based on Kings Point Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.